VCM

Vigilant Capital Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$15.7M
3
+$2.21M
4
AZN icon
AstraZeneca
AZN
+$1.73M
5
UNP icon
Union Pacific
UNP
+$1.61M

Top Sells

1
+$17.7M
2
+$12M
3
+$2.08M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.34M
5
ASML icon
ASML
ASML
+$873K

Sector Composition

1 Technology 19.94%
2 Healthcare 15%
3 Financials 12.01%
4 Consumer Discretionary 10.42%
5 Industrials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$197K 0.02%
3,745
-170
152
$197K 0.02%
550
-496
153
$196K 0.02%
568
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154
$196K 0.02%
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155
$193K 0.02%
7,497
156
$192K 0.02%
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157
$188K 0.02%
800
158
$180K 0.01%
1,200
159
$177K 0.01%
738
160
$175K 0.01%
2,587
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161
$173K 0.01%
1,350
162
$169K 0.01%
8,160
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163
$166K 0.01%
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164
$165K 0.01%
360
165
$162K 0.01%
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166
$159K 0.01%
4,903
+403
167
$156K 0.01%
2,603
168
$155K 0.01%
773
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169
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170
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5,756
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171
$150K 0.01%
1,141
-403
172
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1,845
+210
173
$144K 0.01%
4,598
+222
174
$144K 0.01%
1,134
+530
175
$142K 0.01%
3,185
+185
5 6
7
8 9